Bio
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Topline AI
Credentials
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Certified Business Intermediary
IBBA - International Business Brokers AssociationJun, 2021- Apr, 2026 -
Canadian Investment Funds Course
IFSE InstituteFeb, 2020- Apr, 2026 -
LLQP
Alberta Insurance CouncilMay, 2013- Apr, 2026
Experience
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Pacific M&A and Business Brokers Ltd.
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British Columbia, Canada
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Business Broker and M & A Advisor
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Dec 2020 - Nov 2021
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British Columbia, Canada
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CH Financial Ltd.
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Calgary, Canada Area
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Vice President & Board Member
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Feb 2019 - Jul 2020
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Calgary, Canada Area
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AMS Financial Group
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Calgary, Canada Area
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Principal & Independent Advisor
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Dec 2014 - Feb 2019
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Calgary, Canada Area
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Sun Life
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Calgary, Canada Area
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Advisor
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Jul 2013 - Dec 2014
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Calgary, Canada Area
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Founder,consultant
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Jan 2009 - Jan 2013
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Macquarie Group
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Calgary, Canada Area
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Business Development Specialist (contract role)
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Dec 2011 - May 2012
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Calgary, Canada Area
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Business Development specialist
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Apr 2009 - Mar 2010
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Calgary
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Owner
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Feb 2004 - Jul 2009
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Mortgage Manager
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2002 - 2004
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Commercial Broker
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2001 - 2002
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Industrial Sales and Leasing Broker
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1997 - 2001
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Education
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1986 - 1990King's College, Auckland
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1991 - 1992Auckland University of Technology
NCB
Suggested Services
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Industry Focus. “Business Consulting and Services”
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References
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